Sevices we offer:

Check Income tax return preparation, including individual, partnership, corporate, LLC, fiduciary, non-profit, estate.
Check Income tax planning for individuals and businesses.
Check Audits, reviews and compilation of financial statement for individuals, businesses and non-profits.
Check Tax audit representation before IRS and Franchise Tax Board.
Check Offers in compromise and installment agreements for taxes owed.

Check Business consulting, including business valuations, budgeting, and buying or selling a business..


 

What should I bring to my tax appointment?

  • Bring all tax documents mailed to you for the year, last year's return, and summaries of any business activities.
  • It is always helpful to complete the work sheet available on the forms page

 

What are your fees, and when are they due?

  • My fees are reasonable. Please call for an estimate.
  • Fees are due when I present you with finished work; however, payment plans may be negotiated.
  • Invoices can be paid online through my secure merchant PayPal account.

 

Will you represent me if I get audited or receive a tax due notice?

  • I will represent you if you are audited.
  • I have a good record of winning audit battles.
  • I want to see all notices received by a client.
  • Don't pay any notices until you check with me.

 

How honest can I be with you?

  • Please tell me everything about your tax situation.
  • What is said in my office stays in my office.
  • I represent you, not the IRS.